Beginning November 1, 2025, Geneva Benefits Group, the PCA’s agency responsible for retirement and benefits for most PCA churches and a growing number of NAPARC congregations, will partner with Fidelity Investments to serve as the recordkeeper for its 403(b)(9) retirement plans. 

“We are excited to partner with Fidelity as we strive to continually improve our service experience to our participants,” said Ed Dunnington, President of Geneva Benefits Group. “Given the expanded resources, increased customer service capabilities, and lower fees that come with the transition, Geneva’s Board has given this move its full support.”

In retirement plans, a recordkeeper serves as the plan’s bookkeeper, maintaining accurate records of assets, contributions, and distributions. Participants in a retirement plan can track their investments, manage their accounts, and reach out for support through the recordkeeper’s website, mobile app, or customer call center. By partnering with Fidelity, which manages 50 faith-based retirement plans, participants gain greater access to the tools and resources they need to set themselves up for financial success well beyond their working years.

For participants, Fidelity’s platform will improve in-person customer service, enhance the online experience, heighten cybersecurity, and reduce fees. This transition will not require participants to re-enroll. For church administrators, benefits include resources to more easily remit and track contributions, extended call center hours, and reporting to assess the retirement readiness of employees.

Geneva believes the move will allow them to serve even more ministry leaders, more effectively. Starting in November 2025, retirement plan participants will access their retirement plan through Fidelity. To learn more, visit genevabenefits.org/fidelity.